With much loss of jobs, people go to buying much cheaper things. So the industries that will do well are more affordable retail markets that sell consumer staples or even those discount retailers.
DIY projects are something that starts to get done more often. People realize with money tight. It is easier for them to save by doing home improvement projects themselves. So people start shopping at home repair shops and DIY places like Lowes.
During the pandemic, one item that took off was cocktail mixers. As people were stuck at home, they no longer could go to bars. So the cocktail mixers sold by Pepsi Co. rose by 36% in 2020 alone.